America's Economic Future – A Discussion By Ted Kavadas
On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system. For reference purposes, the most recent chart is seen below. This chart was last updated on October 31, incorporating data from December 31,1993 to October 25, …
One of my ongoing concerns is the future strength, or lack thereof, of the U.S. Dollar. As I am gravely concerned over the future level of the U.S. Dollar and the implications of such, I have written extensively on the subject of the U.S. Dollar and its vulnerability to substantial decline. In this post I would like …
As a reference for long-term house price index trends, below is a chart, updated with the most current data (through August, except for the Case-Shiller National Index, which is through June), from the CalculatedRisk blog post of October 29 titled “Comment on House Prices: Real Prices, Price-to-Rent Ratio, Cities” : (click on chart to enlarge …
Doug Short had a blog post of October 25 (“Michigan Consumer Sentiment: Lowest Level Since December 2012“) in which he presents the latest Conference Board Consumer Confidence and Thomson/Reuters University of Michigan Consumer Sentiment Index charts. They are presented below: (click on charts to enlarge images) – – There are a few aspects of the above …
With regard to our current economic situation, my thoughts can best be described/summarized by the posts found under the 29 “Building Financial Danger” posts. My thoughts concerning our ongoing economic situation – with future implications – can be seen on the page titled “A Special Note On Our Economic Situation,” which has been found near …
Many people place emphasis on Durable Goods New Orders as a prominent economic indicator and/or leading economic indicator. For reference, below are charts depicting this measure. First, from the St. Louis Fed site (FRED), a chart through September, last updated on October 25. This value is 233,411 ($ Millions) : (click on charts to enlarge …
As I stated in my July 12, 2010 post (“ECRI WLI Growth History“): For a variety of reasons, I am not as enamored with ECRI’s WLI and WLI Growth measures as many are. However, I do think the measures are important and deserve close monitoring and scrutiny. The movement of the ECRI WLI and WLI, …
On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system. For reference purposes, the most recent chart is seen below. This chart was last updated on October 24, incorporating data from December 31,1993 to October 18, …
S&P500 earnings trends and estimates are a notably important topic, for a variety of reasons, at this point in time. FactSet publishes a report titled “Earnings Insight” that contains a variety of information including the trends and expectations of S&P500 earnings. For reference purposes, here are two charts as seen in the “Earnings Insight” (pdf) report of …
As many are aware, Thomson Reuters publishes earnings estimates for the S&P500. (My other posts concerning S&P earnings estimates can be found under the S&P500 Earnings tag) The following estimates are from Exhibit 12 of “The Director’s Report” of October 22, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $109.28/share Year …